Let's Talk Future Radio - Sunday at 9am on News 96.5 FM
No non-sense money advice to help you build wealth, invest for the future, and put a plan in place. Sunday at 9am on News 96.5 FM.
In this episode of the Let’s Talk Future Show John and Michael have a special guest speaker that you do not want to miss. Christy Wilson Delk made an appearance to discuss her passion for helping others learn the right way to open and operate a successful franchise through her very own experiences.
[Read more…] about Ep. 139: Christy Wilson Delk: Franchise Ownership Interview
Once you finished kindergarten you may have thought you had the alphabet all figured out. Well I have news for you! You probably don’t – when it comes to Medicare, that is. Greg Roessler is back on the show this week while John McCann is out on vacation and the timing could not be better.
[Read more…] about Ep. 138: Learning the Medicare Alphabet with Greg Roessler
There were a lot of trendy markets to invest in throughout the years. Some might have been great! Others also may have really hurt. There were even some very influential individuals that have been negatively impacted by getting caught up in the emotions of these bubbles in the market.
[Read more…] about Ep. 137: Market Bubbles Over The Last 450 Years
Wills, trusts, revocable trusts, non-revocable trusts, power of attorney. These are just a few of the many terms that people sometimes get tangled up in when trying to make the right decision.
[Read more…] about Ep. 136: Understanding Wills with Geoff Hoatson
A brother and a sister inherit 750 thousand dollars from their parents and plan to invest it all in a joint account and let it ride out for many years to grow. This was the situation of one listener this week and Michael Clark and John McCann dove in to clear up why using a joint account with a sibling or even a spouse with inherited money might not be the best decision.
[Read more…] about Ep. 135: Inheriting Money and Using a Joint Account
Do you have many of the same challenges as other listeners? Then it’s time to get pointed in the right direction. Click the button below to get started.
Grab Your Free Call
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Keiron Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James is not affiliated with and does not endorse the opinions or services of 96.5 FM radio or any guests of the Let’s Talk Future show. The Lets Talk Future radio show and 96.5 FM radio are not affiliated with Raymond James. Opinions expressed during the show are those of the speakers and are not necessarily those of Raymond James.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Any communications received during the show, including text messages, are the property of 96.5 FM WDBO radio, and are independent of Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Michael Clark, CFP© and/or John McCann, Financial Advisor and not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. The information contained in this radio show does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Roth IRA owners must be 59½ or older and have held the IRA for five years before tax-free withdrawals are permitted. Additionally, each converted amount may be subject to its own five-year holding period. Converting a traditional IRA into a Roth IRA has tax implications. Investors should consult a tax advisor before deciding to do a conversion. RMD’s are generally subject to federal income tax and may be subject to state taxes. Consult your tax advisor to assess your situation. Investors should carefully consider the investment objectives, risks, charges and expenses associated with 529 plans before investing. This and other information is available in the issuer’s official statement and should be read carefully before investing. Investors should consult a tax advisor about any state tax consequence of an investment in a 529 plan. Investments mentioned may not be suitable for all investors. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. The hypothetical examples in these radio shows are for illustrative purposes only and do not represent an actual investment. Actual investor results will vary. Past performance may not be indicative of future results. Raymond James is not affiliated with and does not endorse the opinions or services of any non-Raymond James speakers or of WDBO. Raymond James Financial Services, Inc. and its advisors do not provide advice on tax, legal or mortgage issues. These matters should be discussed with the appropriate professional.